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United States

Fee-only advisors in Pennsylvania

Fee-only advisors in Pittsburgh, Philadelphia and Lancaster, plus 169 other cities.

What fee-only financial advisors charge in Pennsylvania

By the numbers

The Wellspent public graph lists 1,144 fee-only financial advisors serving Pennsylvania at 451 firms, most in Pittsburgh, Philadelphia and Lancaster. 41% hold the CFP certification. Of the 1142 with fees on file, 93% charge percentage of assets.

Advisors listed
1,144
Firms
451
Cities
173
Hold the CFP
41%
  • Other credentials: CFA 11% · CPA 1% · EA 1%
  • How they charge (of 1142 with fees on file): percentage of assets 93% · fixed fees 69% · hourly 47% · ongoing planning fee 5%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Pennsylvania (1,144)

Fee-only advisors serving Pennsylvania: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Brian Zellers Econ Wealth Management Harrisburg CFP Percentage of assets
Brooke Bees Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Cassandra Kirby Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Christopher Zafiriou Flax Pond Capital Merion Station CFA Percentage of assets, Hourly
David Clark Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
David Markle Markle Wealth Management Danielsville CFP, PFS Percentage of assets
Devin Rainone MOR Wealth Management Philadelphia CFP, CFA Percentage of assets, Hourly
Douglas Bostich Braun-Bostich & Associates Canonsburg Not listed Percentage of assets, Fixed fees
Douglas Morisoli Fairman Financial Berwyn CFP Percentage of assets, Hourly
Gary Hess Baldwin Management West Conshohocken CFA Percentage of assets
Gregory Johnson MOR Wealth Management Philadelphia CFP, CFA Percentage of assets, Hourly
James Harrington Bluesphere Advisors East Norriton CFA Flat fee or retainer, Ongoing planning fee
James Olsen Malvern Capital Management Malvern CFP, CFA Percentage of assets, Hourly
John Blair DT Investment Partners Chadds Ford CFP Percentage of assets, Fixed fees
Jonathan Inzero Innova Wealth Partners Newtown CFP Percentage of assets, Fixed fees
Joseph Dimaio Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Joshua Jenkins Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Joshuah Dains Milinovich & Company Clarksville CFP Ongoing planning fee
Marianne Inforzato Fairman Financial Berwyn CFP Percentage of assets, Hourly
Mary Dal Nogare Fairman Financial Chesterbrook CFP Percentage of assets, Hourly
Matthew Liebman Amplius Wealth Blue Bell CFA Percentage of assets, Hourly
Matthew Malick Atwater Malick Lancaster CFP, CFA Percentage of assets, Hourly
Matthew Snyder Fairman Financial Chesterbrook CFP Percentage of assets, Hourly
Michael D'Antonio DT Investment Partners Chadds Ford CFP Percentage of assets, Fixed fees
Mitchell Mosgrove Trebuchet Consulting Pittsburgh CFP Percentage of assets, Hourly
Nathan Imboden Boden Wealth Lemoyne CFP Percentage of assets, Hourly
Patrick Gorgonzola Fairman Financial Chesterbrook CFP Percentage of assets, Hourly
Richard Lawrence Lawrence Wealth Management West Conshohocken CFA Percentage of assets
Ryan Galiotto Etch Financial Pittsburgh CFP Percentage of assets, Hourly
Shawn Kindt Fairman Financial Chesterbrook CFP, PFS Percentage of assets, Hourly
Stephen Paul Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Stephen Troutman Troutman Wealth Management Malvern CFP Percentage of assets
Steven Economopoulos Econ Wealth Management Harrisburg CFP, ChFC Percentage of assets
Stuart Strasner Defiant Capital Group Warrendale CFA Percentage of assets, Fixed fees
Thomas Hendrix Comprehensive planning for DIY investors who want a partner, not a money manager, on the path to financial independence. Hendrix Financial Planning Carlisle Not listed One-time planning fee, Hourly
Vincent Barbera Newbridge Wealth Management Bryn Mawr CFP Percentage of assets, Hourly
Zachary Zimmer Trebuchet Consulting Pittsburgh CFP Percentage of assets, Hourly
Alex LaRosa Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
Alexi Gilmore-Manookian Stash Wealth Hawley CFP Percentage of assets, One-time planning fee
Allison Hershey Fruitful Philidelphia CFP Percentage of assets, Ongoing planning fee
Allison Kade WealthFD Conshohocken CFP Percentage of assets, Hourly
Amanda Phillips Hudock Capital Williamsport Not listed Percentage of assets, Hourly
Amber Pennycoff Hudock Capital Williamsport Not listed Percentage of assets, Hourly
Brad Heindel 46 Peaks Investment Advisory Group Newtown CFP Ongoing planning fee
Christina Cline Hudock Capital Williamsport Not listed Percentage of assets, Hourly
Courtney Kauffman Prowell Financial Management Exton CFP Percentage of assets, Fixed fees
Daniel Hochbaum Sage Financial Group West Conshohocken CFA Percentage of assets, Fixed fees
Daniel Levinson Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly
David Gradzki Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
David Lorditch Blue Bell Private Wealth Management Blue Bell CFP Percentage of assets, Hourly

Firms headquartered in Pennsylvania (361)

All 361 firms in Pennsylvania